SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Katherine Derbyshire who wrote (43440)3/9/2001 6:26:54 PM
From: Katherine Derbyshire  Read Replies (1) | Respond to of 70976
 
To be a little more precise about Intel capex, remember that the $7.5B is for the full year. If the economic fundamentals don't start improving by June or so, I'll bet we'll see cuts in Intel's second half spending plans.

Katherine



To: Katherine Derbyshire who wrote (43440)3/9/2001 7:07:03 PM
From: Roads End  Respond to of 70976
 
Katherine, to some extent INTC's story, not reducing CAPEX, is posturing to their competition. They want their competitors to have the fear of falling behind. I have no doubt they will eventually spend the 7.8 billion, the question is over what period of time will it be spent. My bet is even INTC doesn't have the answer to that one.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News